Where you want to add a note or annotation about a particular passage of text within a document, then that should be done with a memo that is attached to that paragraph. The comments that you add to a document memo should ideally be those that relate to the document as a whole. This is illustrated in Figure 6.1.3 below.įigure 6.1.3 – Revealing the start of a memo When you hold the cursor on top of this symbol a temporary panel appears showing the first few lines of text in the memo, this can be a useful quick reminder and so you should try to keep the most important ideas at the top of the memo (if possible) where they will show up in this way. TIP: As soon as the memo is created a “post-it note” icon will appear alongside that document’s label in the Document System window. Figure 6.1.2 shows an illustration of this.įigure 6.1.2 – Adding text to a document memo The text of the memo is typed into the main field of the dialog, just like in any other type of memo. There is also a short-cut keystroke for this operation (Ctrl+M) as can be seen in Figure 6.1.1 above. Note that the document concerned does not have to be open in the Document Browser or activated when its memo is accessed. The precise location of the cursor is important in order to make sure that the memo is attached to the correct document but, as the context menu is opened, the blue highlight bar will jump to the document involved providing a visual indication of that. The first time this is done for a document a new memo is opened, subsequently the same option re-opens the existing memo. The document memo can be opened with the right-click context menu option “Document memo” when the cursor is held over the document label in the Document System. A single memo can be created for each document in the Document System, and this memo can be added to as often as you like with a toolbar button to insert the current date and time as an aid to separating developing ideas within the memo.

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